LIFE IS A SERIES OF EXPECTED AND UNEXPECTED EVENTS…

ARE YOU PREPARED?

Concerns about your personal life, your business and your financial responsibilities are often intertwined. We plan for all three and help you make prudent decisions confidently by providing you with information about the topics below and, more importantly, coach you through the financial decisions process to financial success.

ACCUMULATION AND HOLISTIC PLANNING

Am I saving enough? Where should I save it? Where should my assets be parked?

What is the difference between saving and investing?

New job/career: How will my new benefits impact my family?

I’m tired of watching my 401(k) go up an down like a yoyo. Is there a steady and predictable growth 401(k) alternative? (Yes!)

If I died last month, will my family’s lifestyle continue as I had planned? How much Life Insurance is enough? What kind is best?

Disability: Who will pay my monthly bills when I’m disabled and unable to work? How long will my savings last?

Divorce/Spouse death: How do I do it “on my own”?

Grandchildren have arrived! What are my options on how I can enhance their financial future?

BUSINESS PLANNING

Business Ownership Succession: Who do I want to own my business at retirement? At my death? If I get disabled? Do I have a written plan? Is it funded?